About Us

Julie M. Brousseau, CLU, FSS, LUTCF

Born and raised in Seattle, Washington, Julie moved to Gales Ferry, CT in January 1991. She has been involved in the insurance industry since 1985. A background in accounting has been a great asset in dealing with a multitude of client situations. A desire to educate others to enable them to make informed decisions is well received by her clients, while she continues her own further education to provide better service. Licensed to do business in CT, NY, RI, WA & FL.

Professional Affiliations

cfd Investments, Inc.

Branch Office 2006 to present

Gent Financial Group:

New Agent of the Year 1993

Shoreline District Agent of the Year 1994

Group Agent of the Year 1997

National Association of Insurance & Financial Advisors

Community Service Chair 1995-1999

President 1999-2001

National Committeeman 2002-2004

Secretary 2002-2005, 2007-present

President 2005-2007

Life Underwriters Training Council Moderator

Professional Growth Course 1995

Professional Ethics Course 1996, 2000, 2006

Essentials of Long Term Care 2006

Foundations of Retirement Planning 2007

Foundations of Financial Planning - Overview 2007

Foundations of Financial Planning - Process 2007

Education

The American College                                                                             Investments 1995 - Planning for Business Owners 1995                     Financial Planning 1997 - Individual Life Insurance 1997                     Group Plans 1998 - Life Insurance Law 1998                                    Insurance and Financial Planning 2000 - Estate Planning 2001  Chartered Life Underwriter, (CLU) 2001

Life Underwriters Training Council                                                         Personal Lines 1993 - Business Planning 1994                                     Personal Estate & Retirement Planning 1994                                     Advanced Business Planning 1995                                                          Life Underwriters Training Council Fellowship, (LUTCF) 1995

New England Life Insurance Company Career School 1994

Everett Community College, Everett, WA                                            Accounting/Business Planning 1976                                                      GMAC Finance & Insurance Portland, OR 1985                                   ADP Finance & Accounting Chicago, IL 1986

Memberships

Community of Hope, Inc. Board of Directors 2007 to present

Women's Center of SE Connecticut                                                         Board of Directors 1994 - 1997, 2001 Treasurer 1996 - 1997

Builder's Association of Eastern Connecticut Member 1992-2004          Board of Directors 1994 - 1999                                                            Treasurer 1995 - 1998                                                                         Associate of the Year 1996                                                                   Membership Chair 2001 - 2004

SE Connecticut Women's Network Member since 1992                          Board of Directors 1992

Other Affiliations

Adventure Cycling Member since 1997

Advisory Services are provided through Creative Financial Designs, Inc., a registered Investment Adviser, and Securities are offered through cfd Investments, Inc., a registered Broker/Dealer, Member FINRA & SIPC, 2704 South Goyer Road, Kokomo, IN 46904 (765) 453-9600 cfd Investments and Creative Financial Designs are not affiliated with Hourglass Insurance Services

Mission Statement: To seek and find the best options available to fill our client's needs in the areas of health insurance, life insurance, annuities and long-term care insurance. Also to provide conscientious, thorough and realistic strategies to help clients achieve their goals, being especially aware of the frequent need for self directed retirement planning.

Philosophy: We are seeking to develop a long-term relationship with our clients. One based on honesty, trust and service. We only recommend to clients what we would do for ourselves if we were in the same circumstance.